Return items
Note: Returns to Flexible Spending Accounts (FSA), i.e.. FLEX cards, are not supported in Paladin. When a customer returns an item, Paladin can verify the purchase and add the original invoice number to the return invoice. Figure 1: Original invoice number on the return invoice This article provides instruction and information on the following: How […]
Transaction Report: Monthly service charges
To create a Transaction Report showing monthly service charges: In Paladin, on the top ribbon, select the Reports module. In the Report Area pane, select Sales Analysis > What I Need to Know. In the Report List pane, select Transaction Report. In the Choose Report pane, click F12 Next. In the Transaction Report window, in […]
Printing receipts
This article provides instruction and information on the following: How to set up custom text on your receipts How to print a receipt from the Invoice Report How to print a receipt with a known part number How to print a receipt with a known customer name How to find and print a receipt without […]
Payment Management
This article provides instruction and information on the following: How to apply a payment to an invoice How to view all payment charges and credits to an account or project How to view Applied Credit History How to correct a payment that was mistakenly applied to an invoice How to apply a payment to an […]
Account payments
Layaway Orders
This article provides instruction and information on the following: How to create a layaway account How to create a layaway order How to receive a layaway payment How to view a layaway status How to recall and complete a layaway transaction How to create the payment report for all layaway orders How to create the […]
Ace gift cards
This article contains information and instruction on the following: Important: Ace’s newest gift card lineup features new designs and scannable barcodes, allowing cashiers to activate cards instantly and scan the barcode to quickly redeem the funds. The cards are available through Fiserv. Stores can continue to use the Ace Gift Cards they have, and when […]
Multi-store: Accounts Receivable
A customer can be “owned” by a store in a multi-store system, so that the sales activity at one store will not be included in the Accounts Receivable figures of the other stores. To do this, each store must maintain a separate profile for each customer and must generate month-end statements for each store. Note: […]
Invoice barcodes
Paladin invoice barcodes use the code 128 barcode standard. This eliminates issues that cause some invoice barcodes to print incorrectly after a Windows update. Most scanners can read the code 128 barcode standard. If your scanner is not reading new invoice barcodes, one of the following situations may be true: You may need to set […]
Invoice line items: Tax, Def, and Net check boxes
This article provides instruction and information on the following: Overview How to change the default tax definition of a customer at checkout How to return a defective item How to prevent manual discounts from applying to net items Overview In the Invoice/Quote module, each line item includes three check boxes: Figure 1: Tax, Def, and […]
Cash Drop
When you take cash from the register to move it to a safer location, the Cash Drop feature provides accurate record keeping. The following end-of-day reports include Cash Drop accounting: Report Cash Drop details Period Register Balance report See each cash drop performed. Total cash drops appear as a negative amount. The Total Cash amount […]
Multiple forms of payment at checkout
This article describes how to accept multiple forms of payment (including FLEX cards) at checkout. Note: Process the gift cards or Flexible Spending Account (FSA) cards, i.e., FLEX cards, first to determine if there will be a balance due via another payment type. In Paladin, on the top ribbon, select the Invoice/Quote module. To add […]
Quotes
This article provides instruction and information on the following: How to create a quote How to create a quote for services and repairs How to add parts and labor to a quote How to add a new part number to a quote after it is created How to automatically number quotes How to sell items […]
Stored transactions
This article provides instruction and information on the following: Overview Stored Transactions notice How to create a Stored Transaction How to recall or delete a Stored Transaction How to suspend a Stored Transaction How to create a Stored Transaction report Overview In Paladin’s Invoice/Quote module, in the Store Transaction window, you can enable the following […]
Payment to a charge account: Check or money order
Note to accountants: Payments by check or money order do not require printed receipts. If you are processing large quantities of checks or money orders, you can save time by using Paladin’s Customers module. In Paladin, on the top ribbon, select the Customers module. On the bottom ribbon of the module, click F1 Advanced Lookup. In the Advanced […]
